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Asset Planning Services (Pennsylvania)’s Abbott ABT Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-302
Closed -$12K – 270
2016
Q2 		$12K Hold
302
– – 0.01% 188
2016
Q1 		$13K Hold
302
– – 0.01% 182
2015
Q4 		$14K Buy
302
+2
+0.7% +$88 0.01% 148
2015
Q3 		$12K Buy
+300
New +$14.1K 0.01% 148

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s ABT Position: Q3 2016 in Review

Asset Planning Services (Pennsylvania) sold out of Abbott (ABT) in Q3 2016, closing a stake of 302 shares — an estimated $12K sold.

Asset Planning Services (Pennsylvania) first reported a position in ABT in Q3 2015 and held it in 4 quarters. The position peaked at $14K in Q4 2015. 1,495 funds tracked by Wall St. Rank hold ABT as of Q3 2016.

  • Asset Planning Services (Pennsylvania) reported no remaining Abbott position as of Q3 2016 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 302 Abbott shares in Q3 2016, an estimated $12K.
  • Asset Planning Services (Pennsylvania) first reported a position in Abbott in Q3 2015 and held it in 4 quarters.
  • Asset Planning Services (Pennsylvania)'s Abbott position peaked at $14K in Q4 2015.
  • 1,495 funds tracked by Wall St. Rank held Abbott as of Q3 2016.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2016, filed 13 Jan 2017.